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How to prohibit free text entry for the activity subject

Дата публикации: Nov 21, 2024
Описание
This section describes how to prohibit free text entry for the activity subject.
Решение
Use the following steps to prohibit free text entry for the activity subject:
Classic
1. Click [Settings] | [Build] | [Customize] | [Activity] | [Activity entry rule].
Lightning Experience
1. Click the gear icon | [Settings] | [Object manager] | [Activity] | [Entry rule].
2. Click [New] button. 
3. Enter a rule name to [Rule name], and enter the following qualifications to [Error qualifications] box. 
NOT( OR( Subject == "Call", Subject == "Email", Subject == "Other"))
　* "Subject" is a subject name item. Please do not change it. 
　* For "Call," "Email," and "Other," enter their selection list value names that are currently used. 
4. For [Error message], enter an error message to display on the screen. 
5. In [Error display location], select a location to display the error message. 
6. Click [Save] button after completing configuration and data entry.
Дополнительные ресурсы

Validation Rules

Номер статьи базы знаний

000387217

 
Загрузка
Salesforce Help | Article